| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.36 | 0.07 | 7.29 |
| Stocks | 66.77 | 0.0 | 66.77 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 25.94 | 0.0 | 25.94 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| James Hardie Industries PLC ADR | JHX | 4.17 | 5.61 |
| Extra Space Storage, Inc. | EXR | 20.17 | 4.62 |
| Equity Residential | EQR | 1.11 | 3.69 |
| LaSalle Hotel Properties | LHO | 2.13 | 3.51 |
| W. P. Carey Inc | WPC | 36.03 | 3.28 |
| Boston Properties Inc | BXP | 3.36 | 3.08 |
| Home Inns & Hotels Management, Inc. ADR | HMIN | -13.98 | 3.04 |
| Host Hotels & Resorts Inc | HST | 16.98 | 3.01 |
| SL Green Realty Corporation | SLG | 16.03 | 2.82 |
| Ryman Hospitality Properties Inc | RHP | 13.75 | 2.77 |
